INNOVATOR U.S. EQUITY BUFFER (BSEP) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY BUFFER (BSEP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Penserra Capital Management Llc, Susquehanna International Group, Llp, Old Mission Capital Llc, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Archer Investment CorpSell-92-5.8%1,496$78.88KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-476-2.0%23,704$1.25MQ2 2026Aug 18, 2026
Fsa Advisors, Inc.Sell-351-1.1%31,004$1.63MQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+90,421+76.0%209,426$11.04MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+42,32842,328$2.23MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+24,068+202.2%35,970$1.90MQ2 2026Aug 14, 2026
Raymond James Financial IncSell-11,209-12.1%81,514$4.30MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcSell-2,752-30.6%6,235$328.77KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+626626$33.01KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-611-0.3%175,571$9.26MQ2 2026Aug 14, 2026
Cofg Advisors, LlcSell-173-0.8%20,767$1.10MQ2 2026Aug 14, 2026
Barclays PlcSell-5-11.6%38$2.00KQ2 2026Aug 14, 2026
Penserra Capital Management LlcBuy+81,441+19.6%497,183$26.22MQ2 2026Aug 13, 2026
Trek Financial, LlcSell-686-11.2%5,464$288.12KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+193+2.2%8,865$467.45KQ2 2026Aug 13, 2026
Ubs Group AgSell-165-72.4%63$3.32KQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-88-97.8%2$105.00Q2 2026Aug 13, 2026
Cetera Investment AdvisersSell-21,084-23.5%68,808$3.63MQ2 2026Aug 12, 2026
First Commonwealth Financial CorpSell-374-1.6%23,005$1.21MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-45-0.8%5,315$280.26KQ2 2026Aug 12, 2026
Arax Advisory PartnersBuy+1,568+12.9%13,722$723.56KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+2,243+7.1%34,055$1.80MQ2 2026Aug 07, 2026
Mml Investors Services, LlcBuy+1,187+4.9%25,543$1.35MQ2 2026Aug 07, 2026
Sigma Planning CorpBuy+1,020+9.7%11,560$609.56KQ2 2026Aug 07, 2026
Continuum Advisory, LlcBuy+1,3661,366$72.03KQ2 2026Aug 06, 2026
Blue Bell Private Wealth Management, LlcSell-894-2.5%34,398$1.81MQ2 2026Aug 06, 2026
Gwn Securities Inc.Sell-1,178-2.8%40,654$2.14MQ2 2026Aug 05, 2026
Retirement Planning Group, LlcSell-312-3.3%9,052$477.31KQ2 2026Aug 05, 2026
Janney Montgomery Scott LlcSell-130-1.1%11,453$604.00KQ2 2026Aug 05, 2026
Outlook Wealth Advisors, LlcBuy+2,051+0.6%320,071$16.88MQ2 2026Aug 03, 2026
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Frequently asked questions about BSEP activity

  • Which institutional owners are buying BSEP?

    Institutional owners buying BSEP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BSEP activity?

    "Buy" means an investor increased their reported position in BSEP compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY BUFFER (BSEP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BSEP increasing?

    Institutional interest in BSEP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.